Daily Money Managers Help Seniors with Finances. Pamela Yip.
by Yip, Pamela; ProQuest Information and Learning Company.
Series: SIRS Enduring Issues 2004Article 301Family. Publisher: Dallas Morning News, 2003ISSN: 1522-3213;.Subject(s): Accounting | Aged -- Attitudes | Aged -- Services for | Finance -- Personal | Investment advisors | Payment of accountsDDC classification: 050 Summary: "Professional daily money managers help ensure that clients' bills are paid, their checkbooks are balanced and money is deposited in their bank accounts. They help their elderly clients fill out insurance claims and ensure that the claims are paid, they organize tax records and other financial paperwork, and some even negotiate with creditors on their clients' behalf." (DALLAS MORNING NEWS) This article details the services provided to senior citizens by professional and volunteer daily money managers.| Item type | Current location | Call number | Status | Date due |
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Books
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High School - old - to delete | REF SIRS 2005 Family Article 45 (Browse shelf) | Available |
Articles Contained in SIRS Enduring Issues 2004.
Originally Published: Daily Money Managers Help Seniors with Finances, Dec. 22, 2003; pp. n.p..
"Professional daily money managers help ensure that clients' bills are paid, their checkbooks are balanced and money is deposited in their bank accounts. They help their elderly clients fill out insurance claims and ensure that the claims are paid, they organize tax records and other financial paperwork, and some even negotiate with creditors on their clients' behalf." (DALLAS MORNING NEWS) This article details the services provided to senior citizens by professional and volunteer daily money managers.
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